Patrick Reding, financial advisor Algona IA
93 score

Patrick Reding

CRD Number: 1790742
Current Firm: Berthel Fisher & Company Financial Services, Inc.

Patrick Reding (CRD# 1790742) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Algona, IA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Berthel Fisher & Company Planning, Inc. Algona, IA May 2016 - Current < 1
Berthel, Fisher & Company Financial Services, Inc. Algona, IA Jan 1990 - Current 26
Kossuth Regional Hospital Foundation Board Algona, IA Jul 2007 - May 2014 6
Kossuth County Community Foundation Algona, IA May 2005 - May 2014 9
Proadvantage Services, Inc. Algona, IA May 1988 - May 2014 26
Pro Advantage Investments Algona, IA Feb 2010 - Jun 2013 3
Pharmacists Mutual Insurance Co Algona, IA May 1988 - Jun 2013 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1988
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Patrick D. Reding
Phone Number: 319-447-5700
Firm Website: http://www.berthel.com
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    765
    MILLIONS
  • Total Number of Accounts
    5,670
    ACCOUNTS
  • Average Account Value
    $134,832
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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